Billing Specialist - Wealth Solutions

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.

Please see important information about the ranking criteria methodology here.

Job Summary

The Billing Specialist provides daily, ongoing accounts receivable support within Wealth Solutions, Tax Department including creating invoices, tracking, reporting, and collecting open items.

Essential Job Functions

• Actively involved in the overall day-to-day responsibilities of tracking, reporting, and updating accounts receivables
• Supports department leadership with a weekly snapshot of revenue/collection Update procedures, assuring accuracy, and data integrity
• Communicate and collaborate with various stakeholders, such as employees, managers, clients, and vendors, and resolve any issues or conflicts
• Create, document, and share invoices as tax returns are completed
• Collect and manage client authorizations and signatures for financial account debits
• Support clients with making payments if needed
• Work closely with the accounting team for all billing inquiries, including exception requests, financial account debit requests, resolving any discrepancies
• Manage account receivable report from accounting and follow up on all outstanding invoices
• Responsible for maintaining billing data integrity and maintaining accurate records across all platforms
• Reconcile tax cash receipts, apply payments to invoices in CCH, and ensure payment activity is accurately recorded in Net Suite
• Track and manage fees for acquisitions, including alignment of fees across the platform
• Other duties as needed

Required Knowledge,

Skills and Abilities

• Bachelor's degree or equivalent experience.
• 2+ years of experience in finance-related roles.
• Excellent analytical, problem-solving, and decision-making skills.
• Experience using CCH Practice is a plus
• Experience using Net Suite is a plus
• Proficiency in MS suite of tools, Salesforce
• Strong communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams and senior leaders.
• Superior organization skills - highly detailed-oriented, strong multi-tasker, excellent follow-through, meticulous, and a process-driven “thinker”
• Client-first attitude, including a passion for providing an excellent client experience
• Team player, collaborative, and able to work in concert with others

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the…